Financial Coaching
What I’m About, Programs, & Pricing
Get organized with your money and start investing for financial freedom while living a life you love now.
How Does Financial Coaching Work?
As your Money Coach, it’s my job to help you become more confident, competent, and in control of your finances.
In short, I help you get organized with your money so that you can start using money as a tool to create your dream life—whatever that looks like for you.
In some cases, this involves unpacking your money stories and working through your self-sabotaging beliefs and habits.
Often, it’s about defining your goals and getting a clear picture of money coming in and where it’s going out every month. And, of course, making a plan to ensure your money is going towards what matters.
In many cases it’s all of the above that we tackle together!
The end goal is to get you to the point where you feel confident, organized, and in control with managing your money.
I want you to feel inspired and excited to build wealth and continue this work on your own.
How Do You Work With Clients?
I focus on the practical work that you need to do in order to get you where you want to go in your life.
Your path might look different depending on what your unique goals and biggest challenges are.
I work with you for as long as you would like. Personal finance is an ongoing, ever evolving aspect of our lives, and I love working with clients throughout their money life.
After working with my clients in a variety of ways, I’ve found that most people need at least 3 months to actively work through their challenges, get a solid plan in place, and implement the right habits to get organized with their finances. Studies show that it takes on average 66 days to form a new healthy habit. Consider me your holistic financial health doctor.
Below you’ll find the general program, though yours may be customized based on what you need.
Financial Freedom Launchpad. 12-Week Program
$1,080 (10% paid in full discount), or $400/month for 3 months*
ONE-ON-ONE COACHING
6 60-MINUTE VIDEO CALLS
UNLIMITED SUPPORT VIA EMAIL
ACCESS TO ALL MONEY LIFE MENTOR TEMPLATES & WORKSHEETS
MONTH 1
Weeks 1-2: Your Vision & Your Why
In weeks 1-4, the focus is on getting in control of your finances. Before we dig into the how, we have to understand your why.
Ideal life journaling and self awareness prompts help guide reflection and our discussion.
Together, we’ll set money-life goals that align with your vision, and will guide your money plan.
Weeks 3-4: Understanding Where You’re At NOW
To make a solid plan to hit your goals, we first have to understand where you’re at right now. We’ll review your average monthly expenses, savings, and investments. This will give us a snapshot in time and allow you to track your progress.
You’ll learn a simple way (and a super easy template) to track your expenses and calculate the dollars you have left over to go towards your financial freedom and savings goals.
Reflect on your spending, and put together an adjusted budget (if needed) to try out in Month 2.
MONTH 2
Weeks 5-6: Getting Down to Business—Money Organization
You’ll learn how to set and get the most out of weekly and monthly Financial Self Care meetings with yourself (and your partner if they want in!).
Get organized with your bank accounts—We’ll identify any opportunities in regards to your savings/checking accounts (including High Yield Savings Accounts), and make sure you have the accounts best suited for you.
Credit card and brokerage accounts review and recommendations.
Weeks 7-8: Personal Finance is Personal—Optimizing Your Finances for You
Money flow chart—Understand and tweak how money is coming in, and where it is going each month with an emphasis on paying yourself first.
Creation of a “bare bones” budget and a “dream” budget.
Based on your unique challenges, we can work through any possible blockers on our calls this month (spending habits or finances as a couple, for example). I can also put you in touch with other resources you need to accelerate your progress (accountant/tax professional for instance).
MONTH 3
Weeks 9-10: Building Wealth—Taking the Mystery Out of Investing
Check in on your personal finance progress and make any course corrections as needed. We want to ensure your Money Plan is fully aligned with your goals, and that you’re feeling comfortable and confident with your plan.
We will also focus on investing in Weeks 9-10. This is a very important part of your money life because you will never build wealth if you never invest. I’ll recommend resources and education specific to your money goals.
Weeks 11-12: Ongoing Learning Tailored to You & Financial Action Items
On our final call, we’ll answer any followup questions you have and review progress. We’ll run some basic projections to see how much getting organized with your finances has sped up your path to financial freedom. My clients love seeing how this small investment in their financial education pays off for them over the long run.
Tailored resource recommendations (books, audio books, podcasts, blog posts, etc.) for continued learning.
Recommendations for your next steps, and financial action items for you to work on moving forward to keep you moving in the direction of your dream life.
Ongoing Money Coaching | Monthly or Quarterly
This option is only for clients who have worked with me in the past (12-Week Financial Freedom Launchpad program). Not required at all, but it’s an option if you need the extra support!
Your relationship with money and your personal finances are constantly evolving. A 12-week program is a wonderful jumpstart! But should you need more support, whether that’s the following month or year, we can customize future one-on-one session(s) and ongoing coaching based on your needs. My goal is to help you reach financial freedom in the least amount of time as possible, while staying in alignment with your values and goals.
Monthly and Quarterly Options Both Include:
ONE-ON-ONE COACHING VIA 60-MINUTE VIDEO CALLS
UNLIMITED SUPPORT VIA EMAIL
ACCESS TO ALL MONEY LIFE MENTOR TEMPLATES & WORKSHEETS
Monthly Pricing:
$125/month for 1 meeting/month*
OR pay $1350 in full for 1 year of coaching (1 meeting per month, 10% paid in full discount)
Quarterly Pricing:
$75/month for 1 meeting per quarter*
OR pay $810 in full for 1 year of coaching (1 meeting per quarter, 10% paid in full discount)
*Any quoted prices are subject to change.
Have Questions?
You can always email me at brooke@moneylifementor.com with any questions, or reach out to me on Instagram @moneylifementor.
I only work with a few Financial Freedom Launchpad clients at a time to ensure I'm providing the highest service possible for your money life transformation — so let me know ASAP if you’d like me to save your spot!
I look forward to connecting and helping you use money as a tool for designing your dream life,
✨ Brooke
What Past Money Life Mentor Clients Are Saying
“Brooke is amazing! Her knowledge of the finance world, mixed with her compassion for helping you reach your money goals allowed me to reach my goal of paying off my credit card debt I had lying around. She is so helpful for all questions you have, and makes you feel comfortable asking anything! (No stupid questions) I would recommend Brooke's services to anyone looking to organize their money and set goals for their future. Having Brooke help me to sort out EACH of my payments, accounts, what I spend money on each month, being able to organize and look at the big picture was super helpful and reduced my anxiety a ton!” — Nikki B.
“I would recommend working with Brooke to any young person looking to seek clarity on their finances and set goals for their financial future. She practices what she preaches and knows and makes things easy to understand while also breaking long-term goals down so you can get started taking action immediately. I love all the practical and tangible knowledge she gives - no fluff! And she also meets you where you're at. Brooke pushed me to dream big and think of what my ideal life would be with my finances, which really helped me visualize where I'd like to ultimately be. I received so much clarity and direction from working with her. Definitely well worth the investment!” — Lynn H.
“Working with Brooke is great because she has walked the walk. She offers her advice and guidance from both experience and study. She's like a holistic financial doctor: She cares about addressing your immediate needs/concerns around managing your finances but also about your aspirations and dreams and how she can better set you up to achieving them through financial preparation.” — Kassandra M.
“I was feeling so overwhelmed when I reached out to Brooke—I had accepted a new job and was planning to move across the country for it. Meanwhile I had no idea how this move would impact me financially. Brooke helped me map out my goals and put together a plan for my new income that made me feel confident and excited about my transition.” — Montara T.
Ready to start using money as a tool to create your dream life?
